-2.3%
PRTH vs VOO
+82.6%
-84.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.9% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | -16.7% | +0.1% | -16.7% | -16.7% |
| 3M | -8.4% | +2.0% | -10.4% | -10.9% |
| 6M | -3.1% | +13.0% | -16.2% | -17.4% |
| YTD | +1.8% | +13.6% | -11.7% | -13.6% |
| 1Y | -29.5% | +20.1% | -49.6% | -43.6% |
| 3Y | +49.6% | +77.6% | -28.0% | -19.2% |
| All | -2.3% | +82.6% | -84.9% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling